Why are iCore accounts considered tax efficient?

iCore accounts have a built-in feature of tax efficiency because they are not actively traded. When investors buy and then sell a stock, it creates a taxable event. This type of trading is also known as turnover, and when the turnover ratio is high, tax efficiency is low. We have strict policies regarding when we sell stocks in the portfolio. Portfolios are rebalanced annually, and only when necessary.
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Lower investment costs keep more of your money working for you

See how we keep your long-term costs down, so you have a better chance of long-term investing success.
*This fee calculator assumes the maximum iCore fees, which is 0.04%. Fees range from 0.0% to 0.04%. Fee calculator results do not take market value fluctuations into consideration. Custodian may charge a commission when securities are bought or sold in iCore accounts. Commissions and other fees (if any) are not calculated in this simulation. Fees for wealth management and fully managed accounts are higher. For informational purposes only.

Fees over ten years

We believe in a long-term approach to investing. Enter the amount you want to invest and see what your fees might be over a ten-year period of time. Note that fees will fluctuate as the value of the account changes. For example: if you enter $10,000, you can expect to pay $400 over that period of time, or $40 per year. This assumes that the value of the account does not fluctuate.
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Fees over ten years*$

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